Our regular round-up of the latest insights on investment distribution

Investors, savers and other animals

Happy New Year – and welcome to the year of the customer. Whilst the Chinese may be preparing to celebrate the year of the monkey, we at Platforum have declared 2016 the year of the customer. The parallel should be obvious. Of course, the monkey in the Chinese...

Aegon Workplace Savings Proposition Review

Aegon’s WARC (Workplace Aegon Retirement Choices) proposition is famous for its slick front end, Retiready. The firm focuses on helping scheme members ‘to and through’ retirement, offering a single platform that can help in both accumulation and decumulation....

Platforum Predicts

Last week, we promised that we would bring you our predictions for 2016 in our Friday email. Each of us has put our neck on the line with predictions for how the investment industry will change and evolve in 2016. Tweet your predictions using hashtag...